Introducing Personal Slack Notifications using Dovetail Rulemanager

August 21, 2018

When employees are notified as part of a business rule action, the notification method is determined by the employee’s notification preference. We’ve recently added support for Slack as a personal notification preference.

The default notification methods are:

Email

Notifier

Forward to my Supervisor

Tone Pager

Text Pager

Digital Pager

None

Dovetail Rulemanager also supports SMS, which will send an SMS message (text message) to an employee’s configured device, typically their mobile phone. Refer to a previous post SMS Notifications using Dovetail Rulemanager.

Now, Dovetail Rulemanager also supports Slack as a notification preference. Instead of getting notified by email, a user can choose to receive notifications within Slack.

What is Slack

Slack is essentially a chat room and messaging platform for your whole company, commonly used to replace email as your primary method of communication and sharing.

Slack Notifications

Instead of getting notified by email, a user can choose to receive notifications within Slack.

If your company uses Slack, and your Dovetail/Clarify system administrators have configured the Slack integration, you can choose to receive your notifications via Slack.

When a user chooses to receive Slack Notifications, a direct message will be sent to the employee’s personal Slack channel.

Personal Slack Notification

Slack Integration

To use Slack as your notification preference

Retrieve your Slack Member ID

Enter your Slack Member ID into the Dovetail/Clarify application

Select Slack as a Notification Preference

1. Retrieve your Slack Member ID

Dovetail uses the user’s Slack Member ID to message a user within Slack, so you must enter your Slack Member ID into the Dovetail/Clarify application.

At Mentions

In Dovetail Agent, we recently added the ability to mention other users, and they will be notified.

Sometimes while working a case, you’ll want to call the attention of another employee. When you include a mention (by typing @ and then the user’s name or login name) in your notes, that employee will be notified. This works similar to @mentions in many of the other apps that we use on a daily basis, including Facebook, Twitter, and Slack. Mentions are a great way to loop someone else into a case, without having to transfer ownership of the case itself.